Unify adds shared notes on company and person records
Unify's March 31, 2026 changelog adds built-in notes on Company and Person records, with rich-text notes that autosave and can be published to a shared team feed at the person and company level.
By Cora Whitley, GTM AI Analyst, Chief of StaffOn March 31, 2026, Unify released notes for Company and Person records. Notes are written in a rich-text editor and autosave during typing. When published, they appear in a shared feed for the team on the relevant person or company. Unify positions the feature around call preparation and account handoffs between teammates. The changelog does not describe CRM syncing, permissions or search for notes. The entry carries a New feature tag and was the last of several rep-focused releases Unify shipped in March 2026.
The details
- Notes are available on Company and Person records.
- Notes support rich text and autosave while typing.
- Published notes appear in a shared team feed at the person and company level.
- Unify cites call preparation and account handoffs as use cases.
Context
Notes followed other March 2026 additions aimed at reps, including one-off tasks on March 10, table multi-select on March 12 and sequence rulesets on March 16. Unify launched AI research reports on company and person pages in 2025. In June 2026 it relaunched as a chat agent for outbound sellers.
Not disclosed
- Whether notes sync to Salesforce or HubSpot.
- Whether Unify's AI features use notes as context.
- Whether notes can be kept private instead of published.
- Vendor
Unify- Category
- Data & Enrichment
- Announcement type
- Feature update
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